Birchcreek Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,227,789
-6.2%
6,297
-1.2%
0.83%
-9.0%
Q2 2023$1,309,637
+14.1%
6,372
+5.7%
0.91%
+0.7%
Q1 2023$1,148,204
+0.5%
6,027
-3.6%
0.91%
-10.6%
Q4 2022$1,142,231
+30.5%
6,254
+12.7%
1.02%
+25.3%
Q3 2022$875,000
+6.1%
5,551
+9.9%
0.81%
+9.4%
Q2 2022$825,000
-6.6%
5,051
+11.2%
0.74%
-5.2%
Q1 2022$883,000
-8.8%
4,543
-4.8%
0.78%
-7.3%
Q4 2021$968,000
-3.1%
4,771
-10.3%
0.84%
-9.4%
Q3 2021$999,000
-3.5%
5,317
+0.9%
0.93%
-6.5%
Q2 2021$1,035,000
+3.0%
5,270
-0.8%
1.00%
-6.2%
Q1 2021$1,005,000
-15.3%
5,310
-23.9%
1.06%
-8.7%
Q4 2020$1,186,0006,9771.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,001,658$195,303,3337.24%
Compass Financial Group, INC/SD 124,050$24,187,4487.24%
PGIM Custom Harvest LLC 795,330$155,073,4945.72%
STAPP WEALTH MANAGEMENT, PLLC 10,195$1,987,8213.83%
Tranquilli Financial Advisor LLC 26,895$5,243,9873.79%
Proquility Private Wealth Partners, LLC 36,835$7,182,2122.95%
Sharper & Granite LLC 25,894$5,048,8122.93%
Berkeley Capital Partners, LLC 38,001$7,409,4792.68%
Axiom Financial Strategies, LLC 19,624$3,826,2502.57%
Cadent Capital Advisors, LLC 30,048$5,858,7482.43%
View complete list of VANGUARD WORLD FDS shareholders